Equifax (NYSE:EFX) Price Target Cut to $220.00 by Analysts at UBS Group

Key Points

• UBS cut its price target on Equifax to $220 (from $230) while keeping a "buy" rating, implying about a 18.16% upside$237.86.
• Equifax beat Q4 estimates (EPS $2.09 vs. $2.05; revenue $1.55B vs. $1.53B) and set FY2026 guidance of $8.30–$8.70 EPS, and the stock jumped about 4.6% to $186.19 on the news.
• There has been notable insider selling—49,671 shares (~$9.96M) sold over the last three months—while institutional investors hold about 96.2% of the stock and insiders own 1.7%.

Equifax (NYSE:EFX - Get Free Report) had its target price reduced by UBS Group from $230.00 to $220.00 in a research note issued on Monday,Benzinga reports. The brokerage presently has a "buy" rating on the credit services provider's stock. UBS Group's price target would indicate a potential upside of 18.16% from the company's current price.

EFX has been the topic of a number of other research reports. Barclays decreased their target price on shares of Equifax from $240.00 to $215.00 and set an "equal weight" rating on the stock in a research report on Thursday, February 5th. BMO Capital Markets set a $195.00 target price on shares of Equifax in a research report on Thursday, February 5th. Stifel Nicolaus decreased their target price on shares of Equifax from $253.00 to $235.00 and set a "buy" rating on the stock in a research report on Thursday, February 5th. Morgan Stanley decreased their target price on shares of Equifax from $269.00 to $244.00 and set an "overweight" rating on the stock in a research report on Wednesday, February 4th. Finally, Oppenheimer dropped their price target on shares of Equifax from $271.00 to $266.00 and set an "outperform" rating for the company in a research report on Monday, January 12th. Eleven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat.com, Equifax presently has a consensus rating of "Moderate Buy" and an average price target of $237.86.

Equifax Stock Up 4.6%

NYSE:EFX traded up $8.22 during mid-day trading on Monday, hitting $186.19. The stock had a trading volume of 1,689,897 shares, compared to its average volume of 1,822,877. The stock has a 50-day simple moving average of $189.56 and a two-hundred day simple moving average of $208.87. The company has a market capitalization of $22.46 billion, a PE ratio of 35.00, a PEG ratio of 1.31 and a beta of 1.56. Equifax has a twelve month low of $166.02 and a twelve month high of $281.03. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88.

Equifax (NYSE:EFX - Get Free Report) last posted its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, topping analysts' consensus estimates of $2.05 by $0.04. The business had revenue of $1.55 billion for the quarter, compared to analysts' expectations of $1.53 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The business's revenue was up 9.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.12 earnings per share. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. On average, equities research analysts anticipate that Equifax will post 7.58 EPS for the current year.

Insider Buying and Selling at Equifax

In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the firm's stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total transaction of $880,740.00. Following the transaction, the executive vice president directly owned 58,921 shares of the company's stock, valued at approximately $11,532,018.12. This trade represents a 7.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Jamil Farshchi sold 1,167 shares of the firm's stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $199.87, for a total value of $233,248.29. Following the transaction, the executive vice president directly owned 39,869 shares in the company, valued at $7,968,617.03. This trade represents a 2.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 49,671 shares of company stock worth $9,960,181. 1.70% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of EFX. Cullen Frost Bankers Inc. acquired a new position in Equifax during the fourth quarter worth about $25,000. Ameriflex Group Inc. grew its holdings in Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider's stock worth $25,000 after acquiring an additional 98 shares during the period. Kemnay Advisory Services Inc. acquired a new position in Equifax during the fourth quarter worth about $26,000. Reflection Asset Management acquired a new position in Equifax during the fourth quarter worth about $26,000. Finally, Caldwell Trust Co acquired a new position in Equifax during the second quarter worth about $33,000. 96.20% of the stock is owned by institutional investors and hedge funds.

About Equifax

Equifax Inc NYSE: EFX is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company's offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.

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